External Client Self-Service

Interact HRMS Client Self-Service Module Overview

The Client Self-Service module in Interact HRMS extends HR functionality to include External Client Interaction through a dedicated self-service portal. This module enables clients to Log In, Review, and Approve Timesheets for work completed by the company’s employees, ensuring accurate billing and facilitating transparent project management. Additionally, clients can review Employee Resumes for individuals assigned to their projects, helping them verify qualifications and skills. The module also allows clients to communicate directly with the company on project-related items, such as Order Change Requests and other specific needs.

Ideal for companies that work closely with clients on project-based assignments or outsourced services, Client Self-Service strengthens client relationships by offering a centralized, easy-to-navigate platform for time tracking, employee credentials, and communication. By enhancing transparency and facilitating seamless interaction, this module supports accurate billing, project accountability, and proactive client engagement.

Secure Client Login for Convenient Self-Service Access

Through the Client Self-Service module, clients are provided with Secure Login Credentials, allowing them to access their self-service portal at any time. This secure login supports a convenient and user-friendly experience, giving clients confidence that their interactions with the company are private and protected.

For example, a client can log in to the portal to review recent timesheets or employee profiles without needing to contact the company directly. This ease of access allows clients to independently manage their reviews and approvals, supporting autonomy and efficiency in their interactions.

Timesheet Review and Approval for Accurate Billing

One of the core functionalities of the module is Timesheet Review and Approval. Clients can access timesheets submitted for their projects, review the hours billed, and approve or request clarifications if necessary. This process ensures that clients are billed accurately based on verified time records, building trust in billing accuracy.

For instance, a client working with a company on a software development project can review weekly timesheets for each assigned developer, ensuring that only approved hours are billed. This review and approval process provides transparency, reduces billing disputes, and enhances client confidence in project accountability.

Resume Access for Employee Verification

Clients can Review Resumes of employees assigned to their projects directly through the module. This feature allows clients to verify the qualifications, experience, and skills of team members working on their projects, ensuring they meet project requirements and client standards.

For example, if a client requests a senior engineer with a specific skill set, they can review the assigned employee’s resume to confirm their qualifications. This access to resumes builds transparency and fosters client satisfaction by ensuring that assigned personnel align with project needs.

Direct Communication for Project and Order Management

The Client Self-Service module includes a Direct Communication feature that allows clients to message the company for project updates, queries, or order-related adjustments. This communication capability supports responsiveness, allowing clients to submit Order Change Requests or provide feedback in real time.

For example, if a client needs to request an additional resource for an ongoing project, they can communicate this directly through the portal, expediting the process and avoiding delays. This two-way communication fosters stronger client relationships and ensures that project adjustments are handled promptly.

Automated Notifications for Client Updates

Clients receive Automated Notifications for key updates, such as timesheet submissions or employee assignment changes. These notifications help clients stay informed and reduce the need for manual follow-up, creating a smoother, more autonomous workflow.

For instance, if a new employee is assigned to a client’s project, the client will receive a notification with the updated team details, allowing them to review resumes or submit queries if needed. This proactive approach to client updates ensures that they are always informed about project developments, supporting transparency and trust.

Centralized Dashboard for Project-Related Information

The module provides clients with a Centralized Dashboard where they can view all project-related information, including timesheets, resumes, communication history, and pending approvals. This centralized access simplifies client interactions, making it easy to track and manage various aspects of their projects.

For example, a client overseeing multiple projects with the company can use the dashboard to view timesheets for each project, check employee details, and track order requests. This centralized access supports organized project management, enabling clients to manage their interactions with the company effectively.

Order Change Request Submission and Tracking

Clients can submit Order Change Requests directly through the module, allowing them to request modifications to their service agreements or project specifications. Each request is tracked within the system, providing a clear record of adjustments and enabling the company to respond promptly.

For example, if a client needs to extend a project timeline or add additional services, they can submit an order change request through the portal. This structured submission process ensures that all requests are documented and acted upon, supporting flexible and responsive project management.

Documented History of Timesheet Approvals and Communication

The module maintains a Documented History of all timesheet approvals, communications, and change requests, providing both the client and the company with a record of all interactions. This history ensures accountability and allows for easy reference in case of questions or follow-ups.

For instance, if there is a query regarding previous timesheet approvals, both the client and the company can access the documented history to review past approvals and conversations. This comprehensive record supports transparency and helps resolve any potential disputes efficiently.

General Features of the Client Self-Service Module

• Secure Client Login: Provides clients with a secure login for independent portal access.
• Timesheet Review and Approval: Allows clients to review and approve timesheets for accurate billing.
• Employee Resume Access: Clients can verify employee qualifications assigned to their projects.
• Direct Communication with Company: Enables real-time communication for project updates and requests.
• Automated Client Notifications: Keeps clients informed of project developments and timesheet submissions.
• Centralized Project Dashboard: Consolidates all project-related information in one accessible location.
• Order Change Request Submission: Allows clients to submit and track project change requests.
• Documented Approval and Communication History: Maintains a record of all approvals, requests, and communications.

Summary: Interact HRMS Client Self-Service Module

The Interact HRMS Client Self-Service module provides a structured, user-friendly platform for external clients to manage project interactions, timesheets, and employee verification directly. Key benefits include:

1. Convenient Self-Service Access: Clients can log in securely to manage their interactions independently.
2. Accurate Timesheet Review and Billing Approval: Clients review and approve timesheets to ensure transparent billing.
3. Employee Resume Verification: Clients can verify the qualifications of employees assigned to their projects.
4. Real-Time Communication for Flexibility: Enables prompt responses to project updates and order requests.
5. Automated Notifications for Client Awareness: Keeps clients informed of key updates without manual follow-up.
6. Centralized Dashboard for Easy Management: Organizes all project information in a single, accessible location.
7. Order Change Request Tracking: Supports structured submission and tracking of project modifications.
8. Comprehensive History of Approvals and Communications: Provides a documented record for transparency and accountability.

By combining these features, the Client Self-Service module fosters an interactive, transparent, and responsive relationship between the company and its clients. This module empowers clients to manage project-related details independently, improving communication, reducing administrative burdens, and supporting accurate billing. With centralized access to timesheets, resumes, and communication tools, Client Self-Service enhances client satisfaction and builds trust in project accountability.